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BlackRock Enhanced Equity Dividend Trust
BDJ

186 hedge funds and large institutions have $314M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $277M → $314M (+$37.3M)

0.62% more ownership

Funds ownership: 18.19% → 18.81% (+0.62%)

1% more funds holding

Funds holding: 185 → 186 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
65
Reduced
47
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.33M
2
BIG
Boothe Investment Group
Delaware
+$2.75M
3
UBS Group
UBS Group
Switzerland
+$2.42M
4
CW
Cook Wealth
North Carolina
+$1.52M
5
AWS
Atria Wealth Solutions
New York
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.72M
2
SFS
Shaker Financial Services
Virginia
-$1.04M
3
WW
Waterfront Wealth
Kansas
-$920K
4
Wells Fargo
Wells Fargo
California
-$633K
5
BCM
Bluefin Capital Management
New York
-$471K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.86M +$33.8K +3,827 +2%
SI
27
Stephens Inc
Arkansas
$1.81M -$220K -24,878 -11%
WAM
28
WNY Asset Management
New York
$1.8M +$112K +12,700 +7%
HI
29
Hoey Investments
Pennsylvania
$1.56M -$377K -42,672 -20%
AWS
30
Atria Wealth Solutions
New York
$1.42M +$1.3M +147,273 +1,405%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.39M +$35.5K +4,019 +3%
SDAM
32
Shulman DeMeo Asset Management
New York
$1.33M -$22.6K -2,554 -2%
CWM
33
Centurion Wealth Management
Virginia
$1.32M +$1.3M +146,845 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$1.17M -$63K -7,129 -5%
9WM
35
9258 Wealth Management
Ohio
$1.17M -$52K -5,880 -4%
RJT
36
Raymond James Trust
Florida
$1.12M – – –
SI
37
Saxon Interests
Texas
$1.08M -$38.4K -4,339 -4%
WA
38
WealthTrust Axiom
Pennsylvania
$999K -$17K -1,918 -2%
KF
39
Krilogy Financial
Missouri
$796K +$782K +88,394 New
ASN
40
Advisory Services Network
Georgia
$699K +$56.3K +6,369 +9%
SS
41
Sunbelt Securities
Texas
$691K – – –
HWM
42
HB Wealth Management
Georgia
$683K +$19.4K +2,194 +3%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$671K +$9.36K +1,058 +1%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$651K +$30.7K +3,473 +5%
CAN
45
Claraphi Advisory Network
United States
$592K +$581K +65,732 New
IAIM
46
International Assets Investment Management
Florida
$556K +$545K +61,675 New
KAS
47
Kestra Advisory Services
Texas
$551K -$50.2K -5,673 -8%
BWA
48
BDO Wealth Advisors
Florida
$549K -$48.6K -5,495 -8%
PVM
49
Palogic Value Management
Texas
$536K +$526K +59,500 New
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$534K +$248K +28,101 +90%
1
2
3 4 5

BDJ Hedge Fund Activity: Q4 2022 in Review

186 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2022, worth a combined $314M — up 13% from $277M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BDJ positions and 23 closed out — a net gain of 4 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.33M. The largest seller was Morgan Stanley, cutting an estimated $4.72M.

  • 186 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2022, up from 185 in Q3 2022.
  • Funds reported $314M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2022, up 13% quarter-over-quarter.
  • 27 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2022 and 23 closed out, a net change of +4 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $4.33M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2022 was Morgan Stanley, an estimated $4.72M sold.

Based on aggregated 13F filings for Q4 2022.